Set-up Shared Inbox

Finding your Shared Inbox?

You can find it in the Left Pane, just click on the Inbox Icon and get started.

Add your inbox

You can add a new inbox by clicking on the Add New Inbox button -> Select an email from the dropdown of connected mailboxes -> Give a name to the particular Inbox -> Manage Permissions -> Choose if you want to Sync Old emails.

While setting up the Inbox, a user has to select which role has the ability to view the added inbox, while adding Inbox.

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Note:

Shared inbox is used by teams that have created special email addresses only for outreach campaigns. Do not use a personal email that has sensitive data as all the information would be accessed by the roles assigned.

Reply Sentiment

Users can now add a sentiment to any email that would help to understand the health of the sales pipeline, to add a sentiment just select the sentiment from the dropdown right below the subject line of the email.

**Later, users can filter all their emails by different sentiment as well and see all the mails under any particular Sentiment**

Viewing emails and sections (Prospects, Non-Prospects, Done & Snoozed)

The all new Shared Inbox comes with Quick tabs of Prospects, Non-Prospects, Done, Snoozed and Sent. Users can now keep track of all the emails within SmartReach itself.